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Portfolio (Quarterly) Guide ↗
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Page 50 of 506  ·  10,114 filings
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Filed Fund / Institution Period Portfolio Value Holdings Filing
5/14/2026 Retiremitten Financial Llc Mar 2026 $207M 184 EDGAR ↗
5/14/2026 Infusive Asset Management Inc. Mar 2026 $207M 32 EDGAR ↗
5/14/2026 Tableaux Llc Mar 2026 $206M 113 EDGAR ↗
5/14/2026 Stance Capital Llc Mar 2026 $206M 346 EDGAR ↗
5/14/2026 Frederick Financial Consultants, LLC Mar 2026 $201M 109 EDGAR ↗
5/14/2026 Kerusso Capital Management LLC Mar 2026 $200M 53 EDGAR ↗
5/14/2026 Fortis Advisors, LLC Mar 2026 $200M 119 EDGAR ↗
5/14/2026 Comprehensive Wealth Management, LLC Mar 2026 $198M 39 EDGAR ↗
5/14/2026 Inherent Management Corp. Mar 2026 $197M 9 EDGAR ↗
5/14/2026 Crestview Partners III GP, L.P. Mar 2026 $195M 2 EDGAR ↗
5/14/2026 Pennsylvania State University Dec 2025 $193M 2 EDGAR ↗
5/14/2026 Prime Buchholz LLC Mar 2026 $191M 22 EDGAR ↗
5/14/2026 Pennsylvania State University Mar 2026 $191M 2 EDGAR ↗
5/14/2026 Beaconlight Capital, Llc Mar 2026 $190M 34 EDGAR ↗
5/14/2026 Battery Global Advisors, LLC Mar 2026 $186M 154 EDGAR ↗
5/14/2026 Novak & Powell Financial Services, Inc. Mar 2026 $186M 164 EDGAR ↗
5/14/2026 Pacific Financial Group Inc Mar 2026 $186M 87 EDGAR ↗
5/14/2026 Arcadia Wealth Management, Inc. Mar 2026 $185M 55 EDGAR ↗
5/14/2026 Nutshell Asset Management Ltd Mar 2026 $184M 35 EDGAR ↗
5/14/2026 Babb Wealth Advisors LLC Mar 2026 $183M 19 EDGAR ↗
Page 50 of 506  ·  10,114 filings
← Prev 1… 48 49 50 51 52 …506 Next →